Product Catalog & Price Lists

One product database behind every deal, estimate, invoice and purchase order

The CrmLeaf product catalog is the single source of truth for everything you sell or buy. Maintain products with categories, named tax rates and multi-currency pricing, then attach them as line items to any customer-facing or procurement document, with per-vendor price lists so purchase costs are always accurate.

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catalog behind every priced document
1
catalog behind every priced document
category levels: categories and sub-categories
2
category levels: categories and sub-categories
document types that carry named tax rates
6
document types that carry named tax rates
fixed templates needed for CSV import
0
fixed templates needed for CSV import

From catalog to cash

Catalog to price to quote to order to invoice

Products are entered once and reused on every document, so descriptions, prices and tax treatment stay consistent.

  1. Step 01

    Catalog

    Maintain products, categories and files

  2. Step 02

    Price

    Set prices, named tax rates and currency

  3. Step 03

    Quote

    Add products to deals, estimates and proposals

  4. Step 04

    Order

    Collect products in the cart and convert to a sales order

  5. Step 05

    Invoice

    Invoice lines pull from the same database

What's inside

Six catalog capabilities

01

Product Database

Create, edit and manage every product or service you sell, with file attachments.

See how it works
02

Categories & Sub-Categories

Organise the catalog so long lists stay searchable and structured.

See how it works
03

Tax Configuration

Named tax rates applied per line item, so one document can carry different rates.

See how it works
04

Multi-Currency Pricing

Per-document currency, exchange-rate API integration and display-format configuration.

See how it works
05

CSV Import

Bulk-load your existing product data with column mapping and validation.

See how it works
06

Vendor Price Lists

Per-vendor pricing so purchase orders pre-fill the correct cost.

See how it works

In detail

How each capability works

01 / 06

Product Database

The product database is the single list of goods and services your company sells or buys. Create product records, attach specification files or images, and reuse them wherever a document needs line items: Deals, Estimates, Proposals, Invoices and sales orders built from the cart.

Maintaining the catalog centrally keeps prices, descriptions and tax treatment consistent across every customer-facing document, whether your team is quoting a consulting engagement or shipping physical goods.

Built in

  • Full create, edit and delete on product records with detail fields
  • Attach specification documents, images and supporting files to any product
  • Add products to a cart and convert the cart into a sales order
  • Add products as line items to Deals, Estimates, Proposals and Invoices
  • Create, edit, delete
  • File attachments
  • Cart for building orders
  • Search and filter
02 / 06

Categories & Sub-Categories

Categories and sub-categories group the catalog so teams can find what they need without scrolling a flat list. An administrator creates the hierarchy that matches how the business thinks about its products: by department, service line, product type or any other scheme.

Built in

  • Top-level categories and second-level sub-categories
  • Assign a category and sub-category to every product
  • Filter the product list by category for faster lookups
  • Administrators control the category tree; users browse it
  • Two-level hierarchy
  • Admin-managed
  • Filter and search by category
03 / 06

Tax Configuration

Tax in CrmLeaf is a set of named rates, such as GST 18%, VAT 20%, Sales Tax 8.25%, zero-rated or exempt, that users apply per line item on every priced document: Estimates, Proposals, Invoices, Orders, Purchase Orders and Bills.

Because tax lives on the line and not on the product, the same product can carry different tax treatment depending on the transaction.

Built in

  • Define named tax rates once for the account
  • Apply any rate per line item on any document
  • The same product can carry different tax rates on different documents
  • Rates are available on estimates, proposals, invoices, orders, purchase orders and bills
  • Named tax rates
  • Per-line-item application
  • All document types
  • E-Invoice compatible
04 / 06

Multi-Currency Pricing

CrmLeaf is multi-currency by default. Every document carries its own currency, so you can quote one client in USD, invoice another in EUR and raise a purchase order in GBP within the same account. An exchange-rate API key keeps rates current, and you configure the display format per currency.

Documents store the exchange rate applied at creation, so a rate refresh does not alter totals on documents you have already raised.

Built in

  • Each document carries its own currency
  • Exchange-rate API key integration for automatic rate updates
  • A configurable display format per currency
  • A stored exchange rate per document preserves historical accuracy
  • Per-document currency
  • Exchange-rate API
  • Rate refresh
  • Display-format config
05 / 06

CSV Import

Migrating from a spreadsheet or another system? The CSV import lets you bulk-load your catalog in one step. Upload your file, map each column to the matching CrmLeaf field, such as name, category, price or description, and confirm.

The import validates data before writing, so errors surface before they reach the catalog.

Built in

  • Upload a standard CSV file with your product data
  • Map columns to CrmLeaf fields, with no fixed template required
  • Validation flags missing or malformed data before committing
  • Imported products appear with the correct category and price
  • Bulk upload
  • Column mapping
  • Validation before import
06 / 06

Vendor Price Lists

When you buy from suppliers, each vendor may quote a different price for the same product. Vendor price lists record per-vendor pricing against the catalog, so when you raise a purchase order CrmLeaf pre-fills the cost from the correct vendor's list instead of requiring manual entry.

Part of the Procurement module, vendor price lists tie directly to the product catalog and feed into purchase orders and bills.

Built in

  • Record a price list per vendor against catalog products
  • Purchase orders pre-fill the vendor's price automatically
  • Compare pricing across vendors for the same product
  • Integrated with the Procurement workflow: purchase orders, bills and vendors
  • Per-vendor pricing
  • Linked to catalog
  • Auto-fill on POs
  • Procurement module

Connected across the platform

Products flow into every revenue document

The catalog is the line-item source for every priced document CrmLeaf produces, from the first estimate through the final invoice and the purchase order that restocks what you sold.

See Invoicing
  • DealsAttach products as line items to deal records
  • Estimates & ProposalsQuote from the catalog with tax and currency
  • InvoicingInvoice line items pull from the same database
  • Orders & CartBuild orders from the cart and convert to fulfilment
  • ProcurementVendor price lists feed purchase orders and bills

FAQ

Common questions about the CrmLeaf product catalog

  • Yes. The catalog holds anything you sell as a line item: services, fixed-price packages, rate-card items and physical goods alike. A service organisation typically uses it to hold standard offerings so every estimate, proposal and invoice carries the same description, price and tax treatment.

Related

Explore further

InvoicingInvoices, payments and credit notesInventory & ProcurementStock, vendors and warehousesOrdersSales orders from the cartCRM & SalesDeals, estimates and proposals

Start managing your product catalog in CrmLeaf

Set up products, categories, tax rates and multi-currency pricing, all inside your free trial with free onboarding.

Start free trial Book a 30-min demo